What’s the MOST important thing for investors for watch right now? Fund Flows? The Fed? Corporate Balance Sheets? Europe, Japan? NOPE. Correct Answer: United Kingdom The economy is entering a triple dip recession, which under …
Continue readingIt pains us to write about the fiscal cliff, but it permeates virtually every financial market. Since the Great Depression the popular Keynesian prescription has been to take countless shots of government spending and don’t worry about …
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Unprecedented and unconventional are the two words that have driven risk assets higher since March 2009. An unfortunate ancillary development is that these two words have probably become the two most overused words in the …
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Cross posted at Shelter Harbor Capital October 17, 2012 Moody’s long awaited ratings decision has finally arrived and, and, and…it is a non-downgrade. In its reasoning for the non-downgrade, Moody’s cited the Eurozone’s willingness to backstop …
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I want to take the opportunity to introduce RiskReversal readers to my friend Brian Kelly who runs asset management firm Shelter Harbor Capitol. I have gotten to know Brian over the last 2 years as …
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